Trillium UAT - Users Custom fields at Check out
Brief description
This is an enhancement to allow institutions to configure Users Custom fields to display in the Check out app. The functionality is configured under Settings > Circulation > Other settings. Any selected fields are then displayed after the Patron block information for both regular borrowers and for those borrowing as a proxy/sponsor.
Links
Test environment: Eureka Snapshot
Test credentials (username/password): diku_admin/admin
Jira feature: https://folio-org.atlassian.net/browse/UXPROD-4712
Feedback form: Users Custom Fields display at Check out UAT – Fill out form
Related Videos
General UAT Overview
Users Custom fields at Check out Demo
Instructions
Initial Setup
Create User A
Make sure they are assigned a barcode
Create User B
Make sure they are assigned a barcode
Assign User B as a proxy for User A
Create testing Role
Navigate to Settings > Authorization roles
Select +New
Name the role something like “Custom Fields at Checkout”
Select the app-platform-complete application and assign the following capability sets:
UI-Circulation Settings Other-Settings Manage
UI-Users Settings Customfields - Manage
UI-Users - Edit
UI-Checkout Circulation - Execute
Create a testing User
Assign them to at least one Service Point
Assign them the testing role you created
Reset their password
Log in as your testing User
Navigate to Settings > Users > Custom fields
Verify that there are no Custom Fields configured, or delete all configured Custom Fields
Navigate to Settings > Circulation > Other settings
Select the “Users custom fields to display at Check out” multiselect dropdown
Expected result: A message displays that reads: “No matching custom fields have been configured.”
Navigate to Settings > Users > Custom fields
Create a custom field of each type:
Checkbox
Date picker
Multi-select
Radio button set
Single select
Text area
Text field
Note the order of the custom fields
Testing Configuration and Field display
Navigate to Settings > Circulation > Other settings
Select the “Users custom fields to display at Check out” multiselect dropdown
Expected Results
All custom fields (created in step 8 of the Initial Setup) display in the dropdown
The order of fields in multiselect matches the order of Custom fields in "Custom fields" settings
Select one or more of the custom fields to display at Check out and click “Save”
Expected Result - The selected fields display in the “Users custom fields to display at Check out” multiselect after saving
Navigate to the Check out app
Scan User A’s barcode and press enter
Expected Results
The user details for User A are displayed
After the “Patron blocks” field, the custom fields you selected in step 3 are displayed as “-” for empty field values.
If a default value was set for any custom fields, they display that default value.
Scan User B’s barcode and press enter, in the “Who are you acting as?” modal, select the option to act as a proxy for User A
Expected Results
Information for both the borrower and borrower’s proxy are displayed
After the “Patron blocks” field, the custom fields you selected in step 3 are displayed as “-” for empty field values.
If a default value was set for any custom fields, they display that default value.
Navigate to the Users app
Look up users A and B and edit them to add values to some or all of the configured custom fields.
Repeat Steps 4-6, verify that the updated custom field values are displayed.
Navigate to Settings > Circulation > Other settings
Change which custom fields are selected to display at Check out
Save your changes
Repeat Steps 4-6, verify that only newly selected fields are displayed and any deselected fields are not displayed.
Navigate to Settings > Users > Custom fields
Select “Edit” then reorder the fields by dragging up and down from the group of 6 dots at the end of each field’s accordion.
Save your changes
Repeat step 10, verify that the fields display in the multiselect in the new order.
Repeat steps 4-6, verify that fields display at Check out in the new order.